See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC2 years Service code 16 | Consulting | $33,357 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $21,169 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,853 | $95,542-3.9% | $69,455+32.2% | $67,579+35.9% |
| Participation rate | 51.9% | 79.4%-27.4pp | 74.6%-22.7pp | 71.3%-19.3pp |
| Annual return | 22.51% | 17.67%+4.8pp | 28.97%-6.5pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,857 | $2,989-37.9% | $2,779-33.2% | $2,148-13.6% |
| Participant deferral / active EE | $3,136 | $3,263-3.9% | $3,535-11.3% | $3,539-11.4% |
| Admin fee / account holder | $78 | $90-13.3% | $3,839-98.0% | $142-45.3% |